You deserve an easier low-stress way to get personal and professional help with your income tax filings
Thank you for choosing me to help you with your taxes. My goal is to give a stress-free tax filing experience. Clear communication plays an important part in this process. This web page introduces the terms of the engagement we will offer and outlines the nature and extent of the services.
I offer a simple and secure process to compete the required tax filings for individuals, businesses, nonprofits organizations and estates help save you time and money. You will enjoy service personally and professionally provided by you own CPA.
Secure remote service
Tax preparation and representation work is conducted remotely with documents uploaded to a secure web portal. Some clients prefer to just send text messages with their information; that works as well. Most tax returns are e-filed after your review and approve them. The focus of this online business model is to increase the value of the service offered through savings of time and money that is passed on to clients.
There are dozens of consumer reviews of my work posted online by third party services. The newest, with fewest reviews so far, is Google. Just Google “Tony Novak reviews”. Intiut (the makers of TurboTax and QuickBooks) hosts a larger number of reviews here. My BBB listing is also clear with A+ rating. If you need more, just ask.
Written engagement agreement
Service details are described in a clear written tax services agreement that includes the scope of service, timing, limitations and price. There isn’t any guesswork about how your tax service will be handled. A sample tax services engagement agreement is available online.
A sample price schedule is available online. My fees are the essentially the same as the published current national averages. A substantial fee discount credit is offered for referring a new tax client; details are described in the engagement agreement. (Both you and the referred client get the discount).
As a stand-alone service or combined with other services
Tax filing services are typically combined with other financial planning and accounting strategies designed to cut expenses and build wealth. A common goal of this combined work is to cut federal income tax liabilities over the long term. But that’s always up to you. Additional help is available on request.
To get started
Call, email or send a text message to get started. Usually we will want to schedule a short call and then I’ll follow up with specific applicable information.
Remember that rates are lower and the pace of service is more relaxed outside of the tax season rush. After March 20 a higher rate and special timing provisions applies to ensure timely completion and filing without sacrificing quality and personal service.